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Changes in Legislation for 2026,

Thursday, January 22, 2026 (9:00 AM - 12:00 PM) (EST)

Description

As we move into 2026, are your clients’ retirement strategies aligned with the latest SECURE 2.0 and IRS updates? 

To stay ahead of recent shifts, join our webinar, Changes in Legislation for 2026, this Thursday, January 22 @ 9 am PT / 12 pm ET.

Click here to register

We’ll discuss these topics to help you provide expert guidance to your clients:

  • 2026 contribution strategies: Managing the new base limits and the "super catch-up" for those aged 60–63.
  • The new Roth mandate: Preparing high-earning clients ($150k+) for mandatory Roth catch-ups.
  • Compliance & niche updates: Navigating paper statement defaults, LTPT vesting rules, and ABLE account eligibility.

If you can’t attend the live session, register anyway to receive the recording and resource materials in your inbox.

Thursday, January 22, 2026 (9:00 AM - 12:00 PM) (EST)
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